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[PATCH v21 6/8] Row pattern recognition patch (docs).
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* [PATCH v21 6/8] Row pattern recognition patch (docs).
@ 2024-08-26 04:32 Tatsuo Ishii <ishii@postgresql.org>
  0 siblings, 0 replies; 659+ messages in thread

From: Tatsuo Ishii @ 2024-08-26 04:32 UTC (permalink / raw)

---
 doc/src/sgml/advanced.sgml   | 82 ++++++++++++++++++++++++++++++++++++
 doc/src/sgml/func.sgml       | 54 ++++++++++++++++++++++++
 doc/src/sgml/ref/select.sgml | 38 ++++++++++++++++-
 3 files changed, 172 insertions(+), 2 deletions(-)

diff --git a/doc/src/sgml/advanced.sgml b/doc/src/sgml/advanced.sgml
index 755c9f1485..b0b1d1c51e 100644
--- a/doc/src/sgml/advanced.sgml
+++ b/doc/src/sgml/advanced.sgml
@@ -537,6 +537,88 @@ WHERE pos &lt; 3;
     <literal>rank</literal> less than 3.
    </para>
 
+   <para>
+    Row pattern common syntax can be used to perform row pattern recognition
+    in a query. The row pattern common syntax includes two sub
+    clauses: <literal>DEFINE</literal>
+    and <literal>PATTERN</literal>. <literal>DEFINE</literal> defines
+    definition variables along with an expression. The expression must be a
+    logical expression, which means it must
+    return <literal>TRUE</literal>, <literal>FALSE</literal>
+    or <literal>NULL</literal>. The expression may comprise column references
+    and functions. Window functions, aggregate functions and subqueries are
+    not allowed. An example of <literal>DEFINE</literal> is as follows.
+
+<programlisting>
+DEFINE
+ LOWPRICE AS price &lt;= 100,
+ UP AS price &gt; PREV(price),
+ DOWN AS price &lt; PREV(price)
+</programlisting>
+
+    Note that <function>PREV</function> returns the price column in the
+    previous row if it's called in a context of row pattern recognition. Thus in
+    the second line the definition variable "UP" is <literal>TRUE</literal>
+    when the price column in the current row is greater than the price column
+    in the previous row. Likewise, "DOWN" is <literal>TRUE</literal> when when
+    the price column in the current row is lower than the price column in the
+    previous row.
+   </para>
+   <para>
+    Once <literal>DEFINE</literal> exists, <literal>PATTERN</literal> can be
+    used. <literal>PATTERN</literal> defines a sequence of rows that satisfies
+    certain conditions.  For example following <literal>PATTERN</literal>
+    defines that a row starts with the condition "LOWPRICE", then one or more
+    rows satisfy "UP" and finally one or more rows satisfy "DOWN". Note that
+    "+" means one or more matches. Also you can use "*", which means zero or
+    more matches. If a sequence of rows which satisfies the PATTERN is found,
+    in the starting row of the sequence of rows all window functions and
+    aggregates are shown in the target list. Note that aggregations only look
+    into the matched rows, rather than whole frame. On the second or
+    subsequent rows all window functions are NULL. Aggregates are NULL or 0
+    (count case) depending on its aggregation definition. For rows that do not
+    match on the PATTERN, all window functions and aggregates are shown AS
+    NULL too, except count showing 0. This is because the rows do not match,
+    thus they are in an empty frame. Example of a <literal>SELECT</literal>
+    using the <literal>DEFINE</literal> and <literal>PATTERN</literal> clause
+    is as follows.
+
+<programlisting>
+SELECT company, tdate, price,
+ first_value(price) OVER w,
+ max(price) OVER w,
+ count(price) OVER w
+FROM stock
+ WINDOW w AS (
+ PARTITION BY company
+ ORDER BY tdate
+ ROWS BETWEEN CURRENT ROW AND UNBOUNDED FOLLOWING
+ AFTER MATCH SKIP PAST LAST ROW
+ INITIAL
+ PATTERN (LOWPRICE UP+ DOWN+)
+ DEFINE
+  LOWPRICE AS price &lt;= 100,
+  UP AS price &gt; PREV(price),
+  DOWN AS price &lt; PREV(price)
+);
+</programlisting>
+<screen>
+ company  |   tdate    | price | first_value | max | count 
+----------+------------+-------+-------------+-----+-------
+ company1 | 2023-07-01 |   100 |         100 | 200 |     4
+ company1 | 2023-07-02 |   200 |             |     |     0
+ company1 | 2023-07-03 |   150 |             |     |     0
+ company1 | 2023-07-04 |   140 |             |     |     0
+ company1 | 2023-07-05 |   150 |             |     |     0
+ company1 | 2023-07-06 |    90 |          90 | 130 |     4
+ company1 | 2023-07-07 |   110 |             |     |     0
+ company1 | 2023-07-08 |   130 |             |     |     0
+ company1 | 2023-07-09 |   120 |             |     |     0
+ company1 | 2023-07-10 |   130 |             |     |     0
+(10 rows)
+</screen>
+   </para>
+
    <para>
     When a query involves multiple window functions, it is possible to write
     out each one with a separate <literal>OVER</literal> clause, but this is
diff --git a/doc/src/sgml/func.sgml b/doc/src/sgml/func.sgml
index 461fc3f437..02ad2b0195 100644
--- a/doc/src/sgml/func.sgml
+++ b/doc/src/sgml/func.sgml
@@ -23258,6 +23258,7 @@ SELECT count(*) FROM sometable;
         returns <literal>NULL</literal> if there is no such row.
        </para></entry>
       </row>
+
      </tbody>
     </tgroup>
    </table>
@@ -23297,6 +23298,59 @@ SELECT count(*) FROM sometable;
    Other frame specifications can be used to obtain other effects.
   </para>
 
+  <para>
+   Row pattern recognition navigation functions are listed in
+   <xref linkend="functions-rpr-navigation-table"/>.  These functions
+   can be used to describe DEFINE clause of Row pattern recognition.
+  </para>
+
+   <table id="functions-rpr-navigation-table">
+    <title>Row Pattern Navigation Functions</title>
+    <tgroup cols="1">
+     <thead>
+      <row>
+       <entry role="func_table_entry"><para role="func_signature">
+        Function
+       </para>
+       <para>
+        Description
+       </para></entry>
+      </row>
+     </thead>
+
+     <tbody>
+      <row>
+       <entry role="func_table_entry"><para role="func_signature">
+        <indexterm>
+         <primary>prev</primary>
+        </indexterm>
+        <function>prev</function> ( <parameter>value</parameter> <type>anyelement</type> )
+        <returnvalue>anyelement</returnvalue>
+       </para>
+       <para>
+        Returns the column value at the previous row;
+        returns NULL if there is no previous row in the window frame.
+       </para></entry>
+      </row>
+
+      <row>
+       <entry role="func_table_entry"><para role="func_signature">
+        <indexterm>
+         <primary>next</primary>
+        </indexterm>
+        <function>next</function> ( <parameter>value</parameter> <type>anyelement</type> )
+        <returnvalue>anyelement</returnvalue>
+       </para>
+       <para>
+        Returns the column value at the next row;
+        returns NULL if there is no next row in the window frame.
+       </para></entry>
+      </row>
+
+     </tbody>
+    </tgroup>
+   </table>
+
   <note>
    <para>
     The SQL standard defines a <literal>RESPECT NULLS</literal> or
diff --git a/doc/src/sgml/ref/select.sgml b/doc/src/sgml/ref/select.sgml
index d7089eac0b..7e1c9989ba 100644
--- a/doc/src/sgml/ref/select.sgml
+++ b/doc/src/sgml/ref/select.sgml
@@ -969,8 +969,8 @@ WINDOW <replaceable class="parameter">window_name</replaceable> AS ( <replaceabl
     The <replaceable class="parameter">frame_clause</replaceable> can be one of
 
 <synopsis>
-{ RANGE | ROWS | GROUPS } <replaceable>frame_start</replaceable> [ <replaceable>frame_exclusion</replaceable> ]
-{ RANGE | ROWS | GROUPS } BETWEEN <replaceable>frame_start</replaceable> AND <replaceable>frame_end</replaceable> [ <replaceable>frame_exclusion</replaceable> ]
+{ RANGE | ROWS | GROUPS } <replaceable>frame_start</replaceable> [ <replaceable>frame_exclusion</replaceable> ] [row_pattern_common_syntax]
+{ RANGE | ROWS | GROUPS } BETWEEN <replaceable>frame_start</replaceable> AND <replaceable>frame_end</replaceable> [ <replaceable>frame_exclusion</replaceable> ] [row_pattern_common_syntax]
 </synopsis>
 
     where <replaceable>frame_start</replaceable>
@@ -1077,6 +1077,40 @@ EXCLUDE NO OTHERS
     a given peer group will be in the frame or excluded from it.
    </para>
 
+   <para>
+    The
+    optional <replaceable class="parameter">row_pattern_common_syntax</replaceable>
+    defines the <firstterm>row pattern recognition condition</firstterm> for
+    this
+    window. <replaceable class="parameter">row_pattern_common_syntax</replaceable>
+    includes following subclauses. <literal>AFTER MATCH SKIP PAST LAST
+    ROW</literal> or <literal>AFTER MATCH SKIP TO NEXT ROW</literal> controls
+    how to proceed to next row position after a match
+    found. With <literal>AFTER MATCH SKIP PAST LAST ROW</literal> (the
+    default) next row position is next to the last row of previous match. On
+    the other hand, with <literal>AFTER MATCH SKIP TO NEXT ROW</literal> next
+    row position is always next to the last row of previous
+    match. <literal>DEFINE</literal> defines definition variables along with a
+    boolean expression. <literal>PATTERN</literal> defines a sequence of rows
+    that satisfies certain conditions using variables defined
+    in <literal>DEFINE</literal> clause. If the variable is not defined in
+    the <literal>DEFINE</literal> clause, it is implicitly assumed
+    following is defined in the <literal>DEFINE</literal> clause.
+
+<synopsis>
+<literal>variable_name</literal> AS TRUE
+</synopsis>
+
+    Note that the maximu number of variables defined
+    in <literal>DEFINE</literal> clause is 26.
+
+<synopsis>
+[ AFTER MATCH SKIP PAST LAST ROW | AFTER MATCH SKIP TO NEXT ROW ]
+PATTERN <replaceable class="parameter">pattern_variable_name</replaceable>[+] [, ...]
+DEFINE <replaceable class="parameter">definition_varible_name</replaceable> AS <replaceable class="parameter">expression</replaceable> [, ...]
+</synopsis>
+   </para>
+
    <para>
     The purpose of a <literal>WINDOW</literal> clause is to specify the
     behavior of <firstterm>window functions</firstterm> appearing in the query's
-- 
2.25.1


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^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v2] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index fb6a4914b06..1da073f0aaa 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index d3febfe58f1..075194a8af8 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1844,6 +1844,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index 6d304f32fb0..d346aefe9b6 100644
--- a/meson.build
+++ b/meson.build
@@ -2694,6 +2694,7 @@ decl_checks = [
   ['strlcpy', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index 563f20374ff..b41a5f9dcca 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#if HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#if HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#if HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 339268dc8ef..e7b8e023829 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -80,6 +80,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of `memset_s', and to 0 if you
    don't. */
 #undef HAVE_DECL_MEMSET_S

base-commit: 6831cd9e3b082d7b830c3196742dd49e3540c49b
-- 
2.49.0


--7u2oub7w3nl66bkx--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread

* [PATCH v1] Use open file description locks for data directory lockfile
@ 2025-12-18 17:21 Dmitrii Dolgov <9erthalion6@gmail.com>
  0 siblings, 0 replies; 659+ messages in thread

From: Dmitrii Dolgov @ 2025-12-18 17:21 UTC (permalink / raw)

When starting up, postmaster checks for an existing data directory lockfile. If
this file contains current process PID, it's assumed to be stale. Turns out
there is another possibility: we might be running in a PID namespace, and there
is another postgres running inside another PID namespace using the same data
directory. The result is that we don't see another process due to namespace
isolation and start concurrently with the other.

To prevent such situations, at startup use fcntl to get an exclusive open file
description lock for data directory lockfile. Since such locks are associated
with open file descriptors, meaning they're not affected by PID namespace
isolation. It's a "best effort" locking, intended to work with already existing
mechanism, not replace it.

This approach was discussed multiple times in the past, and usually was
rejected as the main work horse for the data directory lockfile due to:

* Portability issues. Open file description lock was a non-POSIX extension in
  Linux and similar flock is from BSD standard. But looks like everybody agrees
  that such locks make more sense than a typical advisory locks, and
  F_OFD_SETLK made its way into POSIX.1 2024 [1].

* Issues with NFS. The current state of things here looks like this:

  - NFSv3 doesn't implement open file description locks, they're converted to
    advisory locks instead. Advisory locks are subject to namespace isolation,
    meaning that processes in different PID namespaces will not see each other
    advisory lock, and it's still possible to run multiple postgres
    instances on the same data directory.

  - NFSv4 uses a lease system for locking, I haven't found any mention of
    conversion to advisory locks neither in the man page nor in RFC [2].

To summarize, the approach is now considered POSIX and should fix the described
problem everywhere, except NFSv3.

[1]: https://pubs.opengroup.org/onlinepubs/9799919799/functions/fcntl.html
[2]: https://www.rfc-editor.org/rfc/rfc7530
---
 configure                         |  14 ++++
 configure.ac                      |   3 +
 meson.build                       |   1 +
 src/backend/utils/init/miscinit.c | 107 +++++++++++++++++++++++++-----
 src/include/pg_config.h.in        |   4 ++
 5 files changed, 111 insertions(+), 18 deletions(-)

diff --git a/configure b/configure
index 14ad0a5006f..b176ac39799 100755
--- a/configure
+++ b/configure
@@ -16177,6 +16177,20 @@ cat >>confdefs.h <<_ACEOF
 _ACEOF
 
 
+# Linux open file descriptor locks
+ac_fn_c_check_decl "$LINENO" "F_OFD_SETLK" "ac_cv_have_decl_F_OFD_SETLK" "#include <fcntl.h>
+"
+if test "x$ac_cv_have_decl_F_OFD_SETLK" = xyes; then :
+  ac_have_decl=1
+else
+  ac_have_decl=0
+fi
+
+cat >>confdefs.h <<_ACEOF
+#define HAVE_DECL_F_OFD_SETLK $ac_have_decl
+_ACEOF
+
+
 ac_fn_c_check_func "$LINENO" "explicit_bzero" "ac_cv_func_explicit_bzero"
 if test "x$ac_cv_func_explicit_bzero" = xyes; then :
   $as_echo "#define HAVE_EXPLICIT_BZERO 1" >>confdefs.h
diff --git a/configure.ac b/configure.ac
index 01b3bbc1be8..d6cf1f27771 100644
--- a/configure.ac
+++ b/configure.ac
@@ -1838,6 +1838,9 @@ AC_CHECK_DECLS([memset_s], [], [], [#define __STDC_WANT_LIB_EXT1__ 1
 # This is probably only present on macOS, but may as well check always
 AC_CHECK_DECLS(F_FULLFSYNC, [], [], [#include <fcntl.h>])
 
+# Linux open file descriptor locks
+AC_CHECK_DECLS([F_OFD_SETLK], [], [], [#include <fcntl.h>])
+
 AC_REPLACE_FUNCS(m4_normalize([
 	explicit_bzero
 	getopt
diff --git a/meson.build b/meson.build
index d7c5193d4ce..ad9ecad829f 100644
--- a/meson.build
+++ b/meson.build
@@ -2667,6 +2667,7 @@ decl_checks = [
   ['strnlen', 'string.h'],
   ['strsep',  'string.h'],
   ['timingsafe_bcmp',  'string.h'],
+  ['F_OFD_SETLK', 'fcntl.h'],
 ]
 
 # Need to check for function declarations for these functions, because
diff --git a/src/backend/utils/init/miscinit.c b/src/backend/utils/init/miscinit.c
index fec79992c8d..78bb7df543e 100644
--- a/src/backend/utils/init/miscinit.c
+++ b/src/backend/utils/init/miscinit.c
@@ -68,6 +68,11 @@ static List *lock_files = NIL;
 
 static Latch LocalLatchData;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+/* File descriptor for data directory lock file. */
+static int DataDirLockFD;
+#endif
+
 /* ----------------------------------------------------------------
  *		ignoring system indexes support stuff
  *
@@ -1117,6 +1122,45 @@ RestoreClientConnectionInfo(char *conninfo)
  *-------------------------------------------------------------------------
  */
 
+/*
+ * Flock the data directory lockfile.
+ *
+ * Lock the data directory lockfile with an open file description lock. If the
+ * lock is already taken, it's a hard stop. It's only a best effort test, and
+ * any other errors are ignored. On succes the file descriptor is duplicated,
+ * to make sure there will be at least one open copy of it to keep the lock.
+ *
+ * filename is used only for reporting purposes.
+ */
+static void
+FlockDataDirLockFile(int fd, const char *filename)
+{
+
+#ifdef HAVE_DECL_F_OFD_SETLK
+	struct flock lock;
+
+	lock.l_type		= F_WRLCK;
+	lock.l_whence	= SEEK_SET;
+	lock.l_start	= 0;
+	lock.l_len		= 0;
+	lock.l_pid		= 0;
+
+	if (fcntl(fd, F_OFD_SETLK, &lock) == -1)
+	{
+		if (errno == EAGAIN)
+			ereport(FATAL,
+					(errcode(ERRCODE_LOCK_FILE_EXISTS),
+					 errmsg("cannot lock the lock file \"%s\"", filename),
+					 errhint("Another server is starting.")));
+		else
+			elog(WARNING, "Failed locking file \"%s\", %m", filename);
+	}
+	else
+		DataDirLockFD = dup(fd);
+#endif
+
+}
+
 /*
  * proc_exit callback to remove lockfiles.
  */
@@ -1125,6 +1169,11 @@ UnlinkLockFiles(int status, Datum arg)
 {
 	ListCell   *l;
 
+#ifdef HAVE_DECL_F_OFD_SETLK
+	/* Close the file descriptor, which keeps the open file description lock */
+	close(DataDirLockFD);
+#endif
+
 	foreach(l, lock_files)
 	{
 		char	   *curfile = (char *) lfirst(l);
@@ -1171,22 +1220,32 @@ CreateLockFile(const char *filename, bool amPostmaster,
 	const char *envvar;
 
 	/*
-	 * If the PID in the lockfile is our own PID or our parent's or
-	 * grandparent's PID, then the file must be stale (probably left over from
-	 * a previous system boot cycle).  We need to check this because of the
-	 * likelihood that a reboot will assign exactly the same PID as we had in
-	 * the previous reboot, or one that's only one or two counts larger and
-	 * hence the lockfile's PID now refers to an ancestor shell process.  We
-	 * allow pg_ctl to pass down its parent shell PID (our grandparent PID)
-	 * via the environment variable PG_GRANDPARENT_PID; this is so that
-	 * launching the postmaster via pg_ctl can be just as reliable as
-	 * launching it directly.  There is no provision for detecting
-	 * further-removed ancestor processes, but if the init script is written
-	 * carefully then all but the immediate parent shell will be root-owned
-	 * processes and so the kill test will fail with EPERM.  Note that we
-	 * cannot get a false negative this way, because an existing postmaster
-	 * would surely never launch a competing postmaster or pg_ctl process
-	 * directly.
+	 * If we find an already existing lockfile containing our own PID,
+	 * there are few options:
+	 *
+	 * - There is another process, that we don't see due to PID namespace
+	 *   isolation, which is already running in this data directory.
+	 *
+	 *   To prevent two concurrent processes working with the same data
+	 *   directory, we first try to lock the lockfile exclusively.
+	 *
+	 * - The file must be stale, probably left over from a previous system boot
+	 *   cycle. The same if the lockfile contains our parent's or grandparent's
+	 *   PID.
+	 *
+	 *   We need to check this because of the likelihood that a reboot will
+	 *   assign exactly the same PID as we had in the previous reboot, or one
+	 *   that's only one or two counts larger and hence the lockfile's PID now
+	 *   refers to an ancestor shell process.  We allow pg_ctl to pass down its
+	 *   parent shell PID (our grandparent PID) via the environment variable
+	 *   PG_GRANDPARENT_PID; this is so that launching the postmaster via
+	 *   pg_ctl can be just as reliable as launching it directly.  There is no
+	 *   provision for detecting further-removed ancestor processes, but if the
+	 *   init script is written carefully then all but the immediate parent
+	 *   shell will be root-owned processes and so the kill test will fail with
+	 *   EPERM.  Note that we cannot get a false negative this way, because an
+	 *   existing postmaster would surely never launch a competing postmaster
+	 *   or pg_ctl process directly.
 	 */
 	my_pid = getpid();
 
@@ -1222,7 +1281,11 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		 */
 		fd = open(filename, O_RDWR | O_CREAT | O_EXCL, pg_file_create_mode);
 		if (fd >= 0)
-			break;				/* Success; exit the retry loop */
+		{
+			/* Success; lock and exit the retry loop */
+			FlockDataDirLockFile(fd, filename);
+			break;
+		}
 
 		/*
 		 * Couldn't create the pid file. Probably it already exists.
@@ -1236,8 +1299,12 @@ CreateLockFile(const char *filename, bool amPostmaster,
 		/*
 		 * Read the file to get the old owner's PID.  Note race condition
 		 * here: file might have been deleted since we tried to create it.
+		 *
+		 * We're going to use the same fd for flock, and want to create a write
+		 * lock for the latter one. Since both fd and the lock have to be of
+		 * the same type, open the file for read and write.
 		 */
-		fd = open(filename, O_RDONLY, pg_file_create_mode);
+		fd = open(filename, O_RDWR, pg_file_create_mode);
 		if (fd < 0)
 		{
 			if (errno == ENOENT)
@@ -1247,6 +1314,10 @@ CreateLockFile(const char *filename, bool amPostmaster,
 					 errmsg("could not open lock file \"%s\": %m",
 							filename)));
 		}
+
+		/* Try to lock the file. We stop here, if it's already locked. */
+		FlockDataDirLockFile(fd, filename);
+
 		pgstat_report_wait_start(WAIT_EVENT_LOCK_FILE_CREATE_READ);
 		if ((len = read(fd, buffer, sizeof(buffer) - 1)) < 0)
 			ereport(FATAL,
diff --git a/src/include/pg_config.h.in b/src/include/pg_config.h.in
index 92fcc5f3063..c19a50f108e 100644
--- a/src/include/pg_config.h.in
+++ b/src/include/pg_config.h.in
@@ -83,6 +83,10 @@
    don't. */
 #undef HAVE_DECL_F_FULLFSYNC
 
+/* Define to 1 if you have the declaration of `F_OFD_SETLK', and to 0 if you
+   don't. */
+#undef HAVE_DECL_F_OFD_SETLK
+
 /* Define to 1 if you have the declaration of
    `LLVMCreateGDBRegistrationListener', and to 0 if you don't. */
 #undef HAVE_DECL_LLVMCREATEGDBREGISTRATIONLISTENER

base-commit: 44f49511b7940adf3be4337d4feb2de38fe92297
-- 
2.49.0


--n6t6hie3zne7u6vd--





^ permalink  raw  reply  [nested|flat] 659+ messages in thread


end of thread, other threads:[~2025-12-18 17:21 UTC | newest]

Thread overview: 659+ messages (download: mbox mbox.gz follow: Atom feed)
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2024-08-26 04:32 [PATCH v21 6/8] Row pattern recognition patch (docs). Tatsuo Ishii <ishii@postgresql.org>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v2] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>
2025-12-18 17:21 [PATCH v1] Use open file description locks for data directory lockfile Dmitrii Dolgov <9erthalion6@gmail.com>

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